Skip to content
Disclosery

PSCH INVESCO EXCH TRADED FD TR II

Follow

S&P SMLCP HELT (fund)

70 managers (70 13F filers) reported a position in PSCH shares at 2025-03-31, 782,345 shares in all. 4 filers opened a position and 13 filers sold out during the quarter.

Managers
70
13F filers
70
New
4
Added
14
Reduced
27
Sold out
13
Shares held by filers
782,345

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY84,062$3.64M<0.01%-3,25513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,710$3.02M<0.01%-17,88713F-HRTimelineGroup
LPL Financial LLC53,651$2.32M<0.01%-2,38513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC52,776$2.28M0.6%-49,73513F-HRTimelineGroup
Pacific Sun Financial Corp48,686$2.11M1.2%-2,51013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,191$1.61M<0.01%+19,74913F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC36,428$1.58M0.09%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG32,226$1.39M<0.01%+1,21013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,789$1.07M<0.01%-1,26813F-HRTimelineGroup
MGB Wealth Management, LLC24,775$1.07M0.39%-2,25013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,666$1.07M<0.01%+37413F-HR/ATimelineGroup
Montecito Bank & Trust22,338$967K0.17%-2,53813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,249$920K0.03%+10,70313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,331$750K<0.01%-62513F-HRTimelineGroup
McGuire Investment Group, LLC17,297$749K0.11%-29513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,706$723K<0.01%-58413F-HRTimelineGroup
Cascade Financial Partners, LLC14,560$630K0.08%-4,75013F-HRTimeline
IHT Wealth Management, LLC14,254$617K0.02%-1,91713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,103$506K<0.01%-1,26613F-HR/ATimelineGroup
Cetera Investment Advisers11,535$499K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC11,998$477K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,605$459K<0.01%-65813F-HRTimeline
Mission Hills Financial Advisory, LLC9,181$397K0.28%+10213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,194$355K<0.01%-3,63913F-HRTimelineGroup
Somerset Trust Co7,797$337K0.12%013F-HRTimeline
NTV Asset Management LLC7,575$328K0.04%-45013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…7,500$325K0.08%013F-HRTimelineGroup
Clear Creek Financial Management, LLC6,757$292K0.03%-5,84213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,740$292K<0.01%-7,76213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,667$289K<0.01%+1,17613F-HRTimelineGroup
Sava Infond d.o.o.6,100$264K0.05%013F-HRTimeline
Focus Financial Network, Inc.5,850$253K0.01%-40213F-HRTimeline
Ashton Thomas Private Wealth, LLC5,700$247K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC5,409$234K<0.01%+213F-HRTimeline
SeaCrest Wealth Management, LLC5,174$224K0.03%013F-HRTimeline
HighTower Advisors, LLC5,065$219K<0.01%+113F-HRTimeline
Wiser Advisor Group LLC4,469$193K0.29%+113F-HRTimeline
Steward Partners Investment Advisory, L…2,944$127K<0.01%013F-HRTimeline
Kessler Investment Group, LLC2,753$119K0.06%+39113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,612$113K<0.01%+2,47113F-HRTimelineGroup
MAI Capital Management2,475$107K<0.01%013F-HRTimeline
Register Financial Advisors LLC2,052$88.8K0.05%013F-HRTimeline
FMR LLCin group FMR LLC1,948$84.3K<0.01%+73413F-HRTimelineGroup
Riggs Asset Managment Co. Inc.1,140$49.3K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,047$45.3K<0.01%-63013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…783$33.9K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…777$33.6K0.01%+613F-HRTimeline
CWM, LLCin group CWM, LLC746$32K<0.01%-47913F-HRTimelineGroup
NewEdge Advisors, LLC721$31.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC600$26K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.582$25.2K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd579$25.1K<0.01%013F-HRTimeline
Addison Advisors LLC567$24.5K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.426$18.4K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC396$17.1K<0.01%013F-HRTimeline
Northwest Capital Management Inc386$16.7K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC376$16.3K<0.01%+113F-HRTimeline
New Millennium Group LLC300$13K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management187$8.08K<0.01%-10213F-HRTimelineGroup
Capital Investment Advisory Services, L…150$6.51K<0.01%013F-HRTimeline
Key Financial Inc141$6.1K<0.01%013F-HRTimeline
GAMMA Investing LLC120$5.19K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\99$4.29K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.108$4.08K<0.01%-53413F-HRTimelineGroup
NFSG Corp57$2.48K<0.01%-64813F-HRTimeline
COMERICA BANK57$2.47K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC45$1.95K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC39$1.69K<0.01%-16813F-HRTimeline
Transce3nd, LLC18$779<0.01%-313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.